Steven
Oneal
Sharebuilder 401K
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About this Advisor
Steven Oneal is a financial advisor operating out of Woodlands, Texas who has 2 years of relevant experience. Oneal is currently employed by Sharebuilder 401K. Their career trajectory has included roles at Woodbury Financical Services, Valic Financial Advisors, O'Neal Enerprises LLC, Sharebuilder 401K, Capital One Investing and Allstate Insurance Company. Oneal maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Sharebuilder 401K is an advisory company based out of Seattle, WA. Sharebuilder 401K offers a few services, including pension consulting services and educational seminars. Fees for financial advice usually are based on which service is provided. However, fee types billed by Sharebuilder 401K may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sharebuilder 401K Brokerage Details
30
Investment Advisory Services
- Pension consulting services
- Educational seminars/workshops
Steven Oneal Work History
Steven has been registered as a financial advisor for 2 years.*
Sharebuilder 401K
Allstate Insurance Company
O'Neal Enerprises LLC
Capital One Investing
Valic Financial Advisors
Woodbury Financical Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Oneal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sharebuilder 401K
Spearfish, SD
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Woodlands, TX
Seattle, WA
Seattle, WA
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